Category Archives: Technical

2021 Release Wave 2 Updates to Business Units, Security Roles and Users in Dynamics 365 CRM and Dataverse

Introduction: Power Platform security framework has received an update in the latest 2021 Release Wave 2 that is currently shipping across geos. Security framework has not seen much change in recent times with last change being introducing hierarchy security if I remember well. The security framework in Dynamics 365 CRM or Power Platform comprises of… Read More »

Generate Actuals from Field Service for Dynamics 365 CRM

Introduction: There are various options provided for Field service settings.  This field service settings allows system administrators to set default settings for work orders, bookings, schedule board, agreements, and much more. The latest Field Service upgrades (version) introduced this feature independently for Field Service by configuring the settings from “Field Service Setting” area. This blog… Read More »

Exploring Automation Recommendation in Power Automate Process Advisor

Introduction Power Automate has released many new things one of which is Process Advisor which instantly collects precise stages for each process in your company, allowing you to better identify where workflows could be optimized. Some more benefits of Process Advisors are as follows, Determine which tasks take the most time Find out which activities… Read More »

Enhancements in Sales Accelerator using Adaptive Sequences

Introduction: In Dynamics 365 2021 release wave2, you will notice there are many enhancements added to the Sales Accelerator. One of which we came across is Adaptive Sequences. In the previous blog, we have already seen configuration of sales accelerator and steps for creating sequences (at that time this feature was in preview). Now, first… Read More »

ALM for Chatbots created using Power Virtual Agents

In the earlier articles we explored Power Virtual Agents and its capabilities integrating with Power Automate Flow and Adaptive Cards. In this article we will look at the option available for backup support and packaging the bots to share them across environments. Chatbots created using Power Virtual Agents are now Solution aware, this means that you… Read More »